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Optimo Pathfinder
About us
Pricing
Newsroom/Articles
Case Studies
Contact

Newsroom/Articles

Press release: Optimo Launches Beta version of Robo-Strategy Platform

Sep 14, 2016, 9:00 AM

latest OPTIMO news

PRESS RELEASE - Optimo Expands its Platform with SMSF Modelling

Apr 11, 2018, 4:58 PM

Optimo Financial has launched the latest version of its paraplanning software, Pathfinder, which includes SMSF modelling in Beta.

Case Study - How long term projections can help clients prioritise their goals

Feb 27, 2018, 3:21 PM

When your clients have competing goals and not much cash to spare, the idea that "We cannot do everything at once, but we can do something at once" comes to mind. So, then the question is, how do we chose what to do at once, and what can wait until later?

Case Study - Insurance Bonds - Planning for Education Expenses

Dec 13, 2017, 11:52 AM

Ray and Kathy have two young children and want to plan to have enough funds set aside for their expected large education expenses once the children move to secondary school and thence university.

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